Dashboard

A dashboard is a report with a concise and visual presentation of statistical information. It’s a visual representation of data grouped by meaning across multiple screens for easier information perception.

Dashboards combine two functions: on one hand, they present facts and important details; on the other, they spark interest and are memorable. A carefully designed dashboard is a powerful tool that can be both visually appealing and user‑friendly.
The main goal of a dashboard is to provide information that will help:

Make informed management decisions;
React quickly to changes;
Prevent risks.

We’ve developed a standard dashboard that includes performance metrics important and relevant for any business.

IMPORTANT! To view our Dashboard, you don’t need to be an kommoCRM user — the report is accessible to any employee without linking to kommoCRM. Additionally, you can set up daily delivery of the up‑to‑date report via email to any company employee.

Our standard Dashboard is relevant for companies of any size and industry, and includes three carefully designed pages with real‑time (current) and statistical data. You can learn more about the dashboard metrics:

By reviewing the Dashboard presentation;
By checking out the test version of the Dashboard;
Below, the slider shows the layout of each Dashboard page with a detailed description of the metrics;
By installing the standard Dashboard for your company FREE for 10 days.

You can install and try it for 10 days WITH NO LIMITATIONS.

View the instruction

The standard Dashboard can be customized to meet the client’s individual needs.

Three customization levels are available:

Changing the color scheme, heat map, and display format; adding color highlights to value breakdowns;
Adding/modifying data according to the description under each page (below the slider);
Adding specific/custom metrics (monthly targets, expenses, etc.) according to the technical specification — calculated individually.

This report is generated for the CURRENT date and shows real‑time (current) data for today. It’s based on information from all open deals.

The report includes filters for:

-Manager
-Sales pipeline.

The first page displays the following information:
1. Table: Summary Data on Current Sales. Information from active (in‑progress) deals is grouped, with sorting available by any column. The table shows the following metrics:

deal amount in progress;

percentage distribution of deals by amount among managers (of the total amount);

number of deals in progress;

percentage distribution of deals by count among managers (of the total number);

number of open deals without tasks;

number of open deals with overdue tasks;

number of long‑running deals (the duration threshold can be set).

2. Summary Data: Amount and number of successfully completed deals for today.

3. Summary Data: Number of new deals for today.

4. Table: TOP of Stalled/Large Deals. Displays the longest (sorted by Days in Progress) or largest (sorted by Amount) deals. You can directly access a problematic deal from the table (Deal field).

5. Chart: Tasks Created — shows how many tasks each manager created today.

6. Chart: Tasks Completed — shows how many tasks each manager completed today.

7. Chart: Overdue Tasks — shows how many overdue tasks each manager has today.

You can add the following data to the standard report (Level 2 customization):

grouping of open deals by any Deal field with a dropdown list or numeric view (display option: table or chart);

adding additional metrics (numeric deal fields) to the table;

displaying task charts broken down by task type;

breaking down today’s new deals by any Deal field with a dropdown list view (display option: table or chart);

adding additional deal fields to the TOP of stalled/large deals.

This report is generated for a PERIOD and shows sales data by period — an analysis of completed deals over the period. It’s based on information from all closed deals (successful and unsuccessful).

The report includes filters for:

-Period (you can select an interval or a day, including Today);

-Manager;

-Sales pipeline;

-Lead source (this requires a Lead Source field in the kommoCRM deal or similar). To enable filtering by this field, select one or more sectors of the chart;

-Rejection reasons (this requires a Rejection Reasons field in the kommoCRM deal or similar). To enable filtering by this field, select one or more sectors of the chart.

The second page displays the following information:
1. Table: Manager Report for the Period. Information from closed deals is grouped, with sorting available by any column. Non‑target leads (the Rejection Reasons deal field: duplicate, invalid lead) are excluded from the table. The table shows:

amount of successful deals;

change in successful deal amount compared to the previous period (absolute value);

number of successful deals;

change in number of successful deals compared to the previous period (absolute value);

average successful deal value;

change in average value compared to the previous period (percentage);

average duration of successful deals;

amount of unsuccessful deals;

number of unsuccessful deals;

change in number of unsuccessful deals compared to the previous period (percentage);

sales conversion (ratio of successful deals for the period to total closed deals for the period).

2. Table: Report on Lead Sources for the Period. Metrics are similar to the previous table but broken down by lead sources. This requires a Lead Source field in the kommoCRM deal or similar. Can be broken down by another target metric reflected in deal fields (e.g., City, Region, Service).

3. Chart: New Deals by Source — shows distribution of new deals created during the selected period by lead source. Total number of new deals for the period is also displayed.

4. Chart: Rejection Reasons — shows distribution of unsuccessful deals closed during the selected period by rejection reason.

You can add the following data to the standard report (Level 2 customization):

breakdown of successful and unsuccessful deals by any Deal field with dropdown list or numeric view (display option: table or chart);

breakdown of new deals for the period by any Deal field with dropdown list view (display option: table or chart);

adding comparison to the previous period for any table columns;

changing the comparison value (percentage or absolute).

This report is generated for a PERIOD and shows manager performance for the period. It’s based on information about calls, tasks, and events.

The report includes filters for:

Period (you can select an interval or a day, including Today);

Manager.

The third page displays the following information:
1. Table: Call Report. Call information is grouped by manager, with sorting available by any table column. The table shows:

total number of calls;

percentage distribution of total calls among managers;

number of outgoing calls (numeric value and chart);

number of successful outgoing calls (connected);

number of outgoing calls longer than 30 seconds (duration can be changed);

percentage of missed outgoing calls;

average duration of outgoing calls;

number of incoming calls (numeric value and chart; missed calls not included);

number of incoming calls longer than 30 seconds (duration can be changed);

average duration of incoming calls;

number of missed calls;

percentage of missed calls to total incoming and missed calls.

2. Chart: Total Duration of Phone Conversations — shows call distribution by manager based on talk time, broken down into incoming and outgoing calls.
3. Table: Tasks Completed — shows the number of tasks completed by each manager during the selected period, broken down by task type.

You can add the following data to the standard report (Level 2 customization):

add comparison to the previous period in call table data;

call chart by day;

breakdown of calls by duration intervals (table or chart).

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